Link Act! with Xero, the world's easiest accounting software! The Xact Link for Act! and Xero helps you operate more efficiently by eliminating dual entry of data and exposing most of Xero's functionality directly from Act!.
Act! and Xero - United
Up-to-the-minute - accounting history you view through an Xact Live Link in Act! is current.
Accuracy, what you see is how it is! - when a customer calls looking for credit approval, your sales staff can rely on the accounts receivable information viewed in the accounting tab in Act! as accurate.
True workflow - CRM and accounting information all in one place- no swapping between Act! and your accounting screen.
What the Link does
Create invoice, quotes, purchase order from within Act!
Link or create/update Xero contact from Act!
Filtered view of invoices that are familiar to Xero users
Save Xero PDF to Act! history and documents
Built-in extensive User Access Control to limit Xero Link function and operations
Supports multi-currency, branding, payments, and more!.
About Xero
Xero is online accounting software that lets you run your business easily and efficiently.
See your up-to-date cash position
Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.
Get paid faster and improve cash flow
Easily create and send invoices with online payments and automated invoice reminders for faster payment.
Run your business from anywhere
Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.
Connect and collaborate anytime
Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.
Test drive Act! and Xero Link
Download Act! and our Xero Link to try:
Act! Premium v22
Download
Fully featured for 30 days
Link for Act! CRM
Download
Fully featured for 14 days.
If you have Act! already, you can just download and install the Link for Act! CRM.
A Setup Wizard will be displayed when you installed it for the first time.
Connecting to Xero is easy! - go to Xero tab, and click Connect to Xero.
Still not sure? go to our step-by-step help on how to connect!